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Covenant Wealth Financial Services

Business details

Description

Covenant Wealth Financial Services is a faith-based firm established in 2012 to provide holistic financial planning solutions to busy families, young professionals and entrepreneurs. We serve clients in Toronto, Innisfil, Barrie and surrounding areas.
Behavioural Cash Flow Planning is at the center of what we do to help clients get more life from their money. We unify their debt, increase their cash flow, protect their assets and build wealth over time. We empower our clients to live their dreams today while saving for the future.
We offer the following services:
Behavioural Cash Flow Planning
Financial Planning
Insurance Planning
Investment Planning
Business Services
We also work with startup founders and co-founders to help stabilize their startup growth by managing their risk and by attracting and retaining the best talent through cost effective employee benefits programs.
We offer the following services:
Group Insurance
Group Retirement Savings Plan
Key Person Insurance
Disability Insurance
BOOK YOUR FREE 30 MINS CONSULTATION TODAY AT 1-800-579-3950!
Your future self will thank you!!

Business reviews

Featured

Anonymous

(*)(*)(*)(*)(*)

8 months ago

I’ve had an amazing experience with Covenant Wealth Financial Services as they had assisted me numerous times with travel Insurance. We've also put in place disability insurance, investments and cash flow planning. Together Joy and I looked at different plans and sought out the most suitable and affordable plan. I would highly recommend her to everyone. The level of professionalism and integrity is unmatched. Joy has opened my eyes to the world of finance and because of her and her behaviour cash flow, I am now able to manage my money in a much better way. In my dealings with Joy, I have also found her to be very knowledgeable with over 20 years of experience. I am truly more confident knowing that my future is secured as I am on track with reaching my financial goals.